Job Description For over 180 years, Evelyn Partners has been a leading force in UK professional services and wealth management. Our legacy is built on a commitment to helping businesses and individuals achieve better outcomes. We believe that expert guidance should be accessible to all, and we’re dedicated to making that a reality.
Our success hinges on our people and that’s our secret for longevity. We are a team of passionate professionals united by a shared purpose: to deliver good advice and exceptional service. Through strong partnerships and seamless collaboration, we have become a trusted advisor to countless clients.
Read more about us, our values and available career opportunities here:
Wealth, accountancy and business advisory services | Evelyn Partners
Careers | Evelyn Partners
Introduction to the Private Client Tax team at Evelyn Partners
Our Private Client Tax Services team helps individuals from all walks of life with their tax issues. With over 6,000 private tax clients and 1,500 trusts, our team’s client base is incredibly diverse, including high-net-worth families and individuals, as well as entrepreneurs, business owners and family businesses.
You will be joining a team that supports clients to meet their tax compliance obligations and liaises with HMRC on their behalf. This can include preparing their tax returns, repayment claims, computations, accounts and dealing with any correspondence from HMRC.
What will you be doing?
As part of our Private Client Tax team you will combine hands-on practical experience which could be advising on tax efficient strategies or helping clients with financial planning whilst studying.
Progression within this team is fast, with responsibility from an early stage. By the second year, you will be taking on a more senior role with smaller clients and helping to supervise the new intake of trainees. As your experience grows, you may have opportunities to experience other assignments such as control reviews and due diligence projects.
During your training contract you will study towards the ATT/CTA . You will also achieve the government-recognised Level 7 Apprenticeship qualification, developing essential soft skills sought out in the professional services sector.
You will begin studying towards your first professional exams soon after joining, instantly developing knowledge that will support your work in the department. Through tuition via an acclaimed provider, and a qualified team with the same experience, you will have the support and resources to study for these exams.
Your responsibilities will include:
Liaising with clients and third parties to obtain necessary information
Preparation of basic tax returns or repayment claim forms
Advising clients of their forthcoming tax liabilities and tax matters affecting them
Assisting in the preparation of tax advice for clients including technical tax research, strategic planning and drafting of reports for clients
Dealing with correspondence from clients, HMRC and other third parties. This can be via letter, email or telephone.
To be successful in this role, you should:
Be committed to completing the Associate Tax Technician and Chartered Tax Advisor (ATT/CTA) qualifications, on a Level 7 apprenticeship
Have obtained or be predicted a minimum 2:2 degree, in any discipline
A Level: Minimum 112 UCAS points in top three A Levels (or equivalent), excluding General Studies
GCSE: Minimum Grade 5 (or equivalent), in English Language and Maths respectively
Learning & Development
You’ll be supported in completing your qualification; gaining the finance knowledge, accountancy skills and real-world business experience to jumpstart your career in accountancy, tax and business advisory. And you won’t do it alone - you’ll be joining as part of a cohort with your own personal support network, including a buddy to offer first-hand experience. Your qualification training will be supported by a leading UK training provider, and you’ll be given the space and time to study whilst developing a variety of skills to become a well-rounded advisor. You’ll receive guidance and support each step of the way by our dedicated Learning & Development team and training contact for your department to make sure you have everything you need to realise your potential from day one.
As a colleague here at Evelyn Partners you will have access to benefits that include:
Fully funded training towards professional qualifications
Competitive salary
Private medical insurance
Life assurance
Pension contribution
Generous holiday package
Option to purchase additional holiday
Cycle to work scheme
Season ticket loan
Shared parental leave
Eye care support
We believe that diverse perspectives and experiences are the cornerstone of our success. At Evelyn Partners, you'll find an inclusive environment where everyone feels valued and supported. Our commitment to diversity, equity, and inclusion is evident in our active employee resource groups and ongoing initiatives. We’re dedicated to creating a workplace where you can thrive and reach your full potential.
We are committed to providing reasonable adjustments throughout the application process. Please don’t hesitate to discuss your needs with your recruiter.
Video
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IMPORTANT NOTES FOR COMPLETING YOUR APPLICATION
When you click on the ‘I’m interested’ button you’ll be taken to your profile page. We’re in the process of updating it but in the meantime:
We can only accept one application to any of our programmes in a recruitment season. If you are unsuccessful, you will need to wait until the next September when we re-open applications for the following year.
Under the ‘Experience’ section, if you do not have any experience please enter ‘N/A’ into the ‘Title’ text box and choose a random end and start date
Under the ‘Education’ section you do NOT need to include all your education details as we’ll ask for this separately once you’ve completed your profile. All you need to do is fill in the ‘Institution’ (aka University) question which is mandatory. If you have more than one degree please include your latest one.
Under the ‘Resume’ (aka CV) section, it is mandatory for you to upload a document as this will be reviewed by the hiring manager.
The ‘Message to Hiring Manager’ text box is NOT mandatory and will not be formally reviewed.